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Client Experience Representative
Cheryl (Cheri) Delehant serves as a Client Experience Representative at Stonebridge Wealth Systems, where she plays an integral role in supporting financial advisors and guiding clients through their financial planning journey. Motivated by a desire to better understand retirement planning, Cheri transitioned into the financial services industry to help ensure clients experience a smooth, well-supported path into retirement.
Cheri holds a Bachelor of Science in Business Administration with an emphasis in Human Resources and brings over 15 years of experience as an HR Manager. Her extensive background in human resources, paired with a strong client-first mindset, allows her to provide thoughtful, organized support and contribute to a consistently positive client experience.
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Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.
Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.
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